Washington has long stood apart with its lack of a state income tax, but in recent years, that’s begun to shift. Recent changes to capital gains and estate taxes could impact your wealth.

Wealth Advisor Samantha Kennedy, CFP®, CDFA®, shares expert guidance on navigating financial, legal, and emotional transitions after divorce, loss, or becoming a caregiver, and how to find the right support when life changes unexpectedly.

Matt and Nate share timely insights on recent tariff policies, heightened market volatility, and key economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.